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The Earnings360 Team
Today's Bonus Content Does Insider Buying Signal Value in the WD-40 Company?Written by Thomas Hughes. Published 11/17/2025. 
Key Points - WD-40 Company insiders are buying and signaling a value in this cash-producing, capital-return machine.
- Dividends are reliable, the yield is attractive, and repurchases will accelerate in F2026.
- Institutional and analyst trends align with a market bottom in Q4 2025.
Insider buying at the WD-40 Company (NASDAQ: WDFC) signals value, as the stock trades near its long-term lows and at the low end of its historical price-to-earnings (P/E) range. While its 32x current-year earnings is a premium, it reflects a solid outlook for steady top-line growth, margin improvement, accelerated earnings, stronger cash flow, and increased capital returns. Capital return is a critical factor in the company's stock-price outlook and value proposition, because its dividend is healthy, rises annually, and share buybacks are back on the table. By 2030, AI will add $15.7 trillion to the global economy.
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Not the chatbot makers. Not the app developers. The infrastructure providers. Click here to get your free copy of this report The company suspended buybacks in 2020 due to the COVID-19 pandemic but reinstated them in 2023 at a reduced pace versus prior levels. One key detail from the F2025 year-end report is that margin and cash-flow improvements increased management's confidence and allowed them to accelerate the buyback pace. For investors, this is a strengthening tailwind for a tightly held stock that is likely to advance over coming quarters and years. At the company's target 5%–9% growth range, the shares could trade below 20x earnings by 2030 and in the low teens by 2035. 
Insiders, Institutions, and Analysts Buy WDFC Stock in the Back Half of 2025 The insider activity is noteworthy. InsiderTrades tracked six purchases by six insiders within days of the year-end report and of one another. Buyers included three directors, the CEO, the CFO, and a VP. The purchases are small—amounting to less than 0.02% of the company's market value—but they demonstrate broad-based support from insiders who already hold stakes in the company. Total insider holdings are approximately 0.78% of the stock and are complemented by robust institutional interest. Institutional data reflects market rotation and strong support. Activity in 2025 spiked to multi-year highs: sellers outpaced buyers in H1 when share prices were higher, then the trend reversed in H2 as buyers outpaced sellers while prices declined. The critical takeaway is that institutions own more than 91% of the shares, providing a solid support base with the stock near historical lows. Given that dynamic, it is unlikely the share price will fall significantly below the late-October/early-November lows. Q4 results were solid, and the 2026 guidance appears sufficient to sustain cash flow and capital returns. Highlights from F2025 include moderate mid-single-digit revenue growth, expanding gross and operating margins, a recovery in gross margin to historical norms a year ahead of expectations, and positive cash flow despite paying dividends, increasing distributions, share buybacks, and debt reduction. The balance sheet showed increases in cash, current assets, and total assets, coupled with reduced debt and liabilities, resulting in a 16% increase in equity. Regarding equity and leverage, shareholder equity of approximately $268 million is nearly three times long-term debt, implying long-term debt is roughly 0.3x equity and total liabilities are about 1.1x equity. Analysts' Coverage Is Tepid, But Very Bullish on WDFC Stock Analyst coverage of WDFC is limited—InsiderTrades tracks only two current reports—but both were issued in the second half of 2025 and the takeaways are bullish. The consensus is a Moderate Buy, comprised of one Hold and one Buy, with an average price target of $300. That implies roughly a 50% upside from current critical support levels and could be reached within the next 12 months. Chart action is mixed. The stock remains in a downtrend and has not yet confirmed a bottom or reversal, but it appears close to doing so. Late-October/early-November trading shows support, and technical indicators are poised to generate a reasonably strong buy signal. The question for investors is whether WDFC can move above the critical resistance level near $205 for this consumer stock. If it does, the combination of insider buying, institutional ownership, improving fundamentals, and resumed capital returns could support a meaningful recovery.
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